Category:

Public Company Information:

Charles Schwab was honored today for its support of the University
of California, Irvine’s (UCI) Paul Merage School of Business
during a gala celebration at the University. Schwab teamed up with
UCI in
2013 to create The Charles Schwab Trading & Technology Lab
which was completed this year and is now open to students.

Made
possible by The Charles Schwab Foundation, the Lab is one of the
cornerstones of the new 78,000-square-foot building located within
the Paul Merage School of Business. Equipped with state-of-the-art
technology and trading software, the facility provides students
with a hands-on learning designed to mimic the environment and
layout of a securities trading floor.

Schwab also
provided technology for the new facility, including Schwab
Performance Technologies® PortfolioCenter®,
one of the most widely used portfolio management applications in
the financial services industry, and access to SchwabAdvisorCenter®.com,
the website used by RIAs who custody assets with Schwab Advisor
Services®. The technology suite also includes Schwab
OpenView Gateway™ and the Schwab OpenView Workflow Library™ from
Schwab Intelligent Technologies®, solutions that help
advisors better serve their clients by integrating technology and
best practices workflows.

When:

The gala celebration was held on Thursday, May 7, 2015 at
University of California, Irvine.

Who:

Bernie Clark, executive vice president and head of Schwab Advisor
Services accepted the University’s acknowledgement on Schwab’s
behalf.

Why:

Schwab Advisor Services is passionate about the RIA model and
believes strongly in the value it delivers to high-net-worth
investors. Attracting young people to the RIA space is critical to
the channel’s success going forward and Schwab is committed to
working with educational institutions across the U.S. to help
mentor, train and provide hands-on learning opportunities for
students who will pursue a career with an RIA.

Schwab Advisor Services engages in a wide range of efforts to
support and advance the independent advisory industry. Activities
include donations to non-profit organizations, as well as
providing a voice in Washington, D.C. on regulatory and public
affairs issues impacting RIAs. In 2013, Schwab Advisor Services
launched the Schwab RIA Student Intern Program, an immersive,
hands-on RIA industry-focused program designed to prepare
undergraduate college students for employment with RIA firms.
Schwab Advisor Services also established the IMPACT Awards in 2006
to honor advisors and firms that have advanced the industry
through their visionary leadership, operational excellence and
technology innovation. Schwab also created RIAStandsForYou.com, a
multi-media national advertising campaign with a local marketing
strategy that aims to support the RIA category and increase
awareness of the independent advisory model among high net-worth
investors.

About Charles Schwab

At Charles Schwab we believe in the power of investing to help
individuals create a better tomorrow. We have a history of challenging
the status quo in our industry, innovating in ways that benefit
investors and the advisors and employers who serve them, and championing
our clients’ goals with passion and integrity.

Schwab Advisor Services provides custody and trading, as well as
technology and other support services to independent investment
advisors. It includes the custody, trading and related support services
of Charles Schwab & Co., Inc. (“CS&Co”), a registered broker-dealer and
member SIPC and the technology products and services of Schwab
Performance Technologies (SPT) and of Schwab Intelligent Technologies
(“SIT”). CS&Co, SIT and SPT are affiliated as separate subsidiaries of
The Charles Schwab Corporation, but their respective products and
services are independent of each other.

Schwab OpenView Gateway™ is offered by SIT and made available
exclusively to advisors that custody client assets with CS&Co.
PortfolioCenter® is offered by SPT.